One Team. One Relationship. One Annual Fee.
A coordinated, service-based system for eldercare that integrates customized legal guidance, care advocacy and coaching, and benefits planning through one multidisciplinary team.
The Whole Crew™ was created to alleviate the stress, missteps and misinformation that often accompany aging adults and families as they juggle the legal, financial, medical, housing and care decisions needed to navigate the eldercare maze. These areas are often riddled with confusing laws and regulations and frustratingly siloed systems.
Rather than engaging multiple professionals separately, The Whole Crew™ brings together one multidisciplinary team working together on the client’s behalf—bringing customized legal guidance, care advocacy and coaching, and benefits planning into one collaborative approach.
The result is better coordination, clearer direction, and support that evolves as needs change—helping seniors maintain independence longer while giving families greater peace of mind.
The Whole Crew™ team typically includes:
- An RN / Care Coordinator / Crew Captain
- Estate Planning & Elder Law Attorneys (VA-accredited)
- Veterans & Medicaid Benefit Coordinators
- Dedicated Support Staff
All aligned. All communicating. All focused on YOU.
An Integrated Approach to Eldercare
The Whole Crew™ is built on The Five Big Buckets™ that defines eldercare and gives our clients an organizing framework in which to operate and base their decision making.
Eldercare is not just about care – it’s about legal, financial, medical, housing and care – The Five Big Buckets™.
When something changes in one bucket, it can create ripples or major waves in the others. The Whole Crew™ anticipates those effects and guides seniors and families through them with clarity, coordination and trusted guidance.
As we like to say:
You get “The Whole Crew™ focused on you” with all hands on-deck to help you navigate the eldercare maze.
Since eldercare is often a progression rather than a single event, The Whole Crew™ also anticipates the “zig-zag” of changing needs. When circumstances shift, our team collectively pivots with you, ensuring support evolves as quickly as your situation does.
Structure
The Whole Crew™ is designed as an ongoing relationship that supports seniors and families as needs evolve over time. Rather than billing separately for every issue that arises, clients participate through one annual fee.
Services Included
The Whole Crew™ addresses the many different aspects and complexities of eldercare providing a variety of customized services and guidance.
Your Crew Captain
RN / Care Coordinator
At the center of The Whole Crew™ is the RN / Care Coordinator—known as the Crew Captain who serves as the primary point of coordination between the client, family members, legal advisors, care providers, and benefit administrators.
Services also include:
- Access to curated resources including innovative technologies that may help clients remain safely in their homes
- Independent, unbiased recommendations for the client and family
- Rapid assessment of care needs, including Activities of Daily Living (ADL) and Instrumental Activities of Daily Living (IADL) evaluations
- Evaluation of care options and resources to guide next steps and transitions
- Attendance at care plan meetings across care settings to advocate for the client
- Quarterly in-person visits and monthly check-ins
- Guidance regarding admissions and discharge planning across all care settings, Medicare rules, and healthcare system complexities
- Recommendations when higher levels of care may be appropriate
Financial Assessment
Services include collaboration with the client and/or their financial advisor to:
- Stress test existing retirement plans
- Evaluate financial resources with evolving care and housing needs
- Eligibility for benefit programs that may help extend financial resources
Estate Planning
Preparation and coordination of legal documents by an attorney to protect clients during incapacity and ensure their wishes are carried out at death.
Services may include:
- Trusts
- Will
- Durable Powers of Attorney for Asset Management
- Health care directives and related documents
- Coordination of asset alignment with estate and elder law plans
- Trust funding and beneficiary designation review and assistance
Elder Law Planning
Guidance by an attorney across a wide range of elder law concerns. Services may include:
- Asset protection strategies for the home and other investments
- Review of assisted living, continuing care community, and nursing facility contracts
- Long-term care insurance evaluation and claims guidance
- VA Pension with Aid & Attendance eligibility for tax-free cash benefits
- Medicaid eligibility and application for benefits
- Navigation of complex legal and benefit systems
- Oversight of how planning decisions affect the estate plan and distribution of assets
Life Care Strategy Questionnaire
Whether used proactively or during a crisis, our Life Care Strategy Questionnaire helps seniors think through important decisions about aging, care, and personal priorities.
The questionnaire encourages thoughtful reflection about care preferences, housing choices, and quality-of-life goals—topics that are often overlooked until an emergency occurs.
Whenever possible, the questionnaire is completed by the senior so their voice remains central to future decisions. Family members often participate to help create shared understanding and alignment.
Looking to get on board? Contact us to get started.
The Whole Crew™ isn’t just a service — it’s One Team. One Relationship. One Annual Fee.
One team, working together, focused on protecting and supporting what matters most.
